Test run #
Before you invite everyone, play each part yourself with test accounts.
Prepare test accounts #
| Test user | User type | Roles |
|---|---|---|
| Test patient | Default | Patient, Patient Portal, hospital property role |
| Front office | Job | Front Office Executive, Front Office approval, hospital property role |
| Lab | Job | Lab Manager, Laboratory approval, hospital property role |
| Doctor | Job | Consultant Doctor, Clinical approval, hospital property role |
| Staff nurse | Job | Staff Nurse, All Staff, hospital property role |
| Department head | Job | Nurse In-Charge, Department Head approval, hospital property role |
| HR | Job | HR Manager, HR approval, HR Records, hospital property role |
Use a second browser or a private window to be signed in as two people at once.
Test 1: Health Check-up Booking #
- Patient: open Apply → Health Check-up Booking, fill it in and Submit.
- Front office: the booking appears under Assigned Tasks. Press Schedule, then, on the visit day, Patient Arrived – Start Tests.
- Lab: record the package price and additional tests in Tags, then All Results Ready.
- Doctor: record the findings in Tags, then Report Signed & Delivered.
- Patient: the booking shows Report Delivered, and the History tab shows every step.
Also try Repeat Test Required and Decline.
Test 2: a staff leave #
- Staff nurse: Create → Staff Leave Request, submit.
- Department head: Approve.
- HR: fill in Days Approved and the balances in Tags, then Recorded.
Check the rest #
- Each test user sees only the pages and forms they should.
- Search finds the test tasks for the right people only.
- Dashboards count the test tasks.
- Notifications arrived at each step, and emails if switched on.
Clean up #
Delete the test tasks with Delete Task (hidden, not erased), and untick Enabled on the test users, or keep them for training.
Next: 15. Go-live checklist